Kesler Norman & Wride’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-34,010
| Closed | -$2.04M | – | 146 |
|
2021
Q4 | $2.04M | Sell |
34,010
-3,275
| -9% | -$197K | 0.43% | 67 |
|
2021
Q3 | $2.06M | Sell |
37,285
-4,270
| -10% | -$236K | 0.48% | 67 |
|
2021
Q2 | $2.38M | Sell |
41,555
-98,210
| -70% | -$5.62M | 0.55% | 65 |
|
2021
Q1 | $7.06M | Sell |
139,765
-1,585
| -1% | -$80K | 1.75% | 11 |
|
2020
Q4 | $6.95M | Buy |
+141,350
| New | +$6.95M | 1.94% | 6 |
|